Next Steps

This has been a really interesting project to better understand the data in HubSpot and also how everything is structured.

The next steps are as follows:

Agree Upon the Naming Conventions

This is the first step, and most important. We need to make sure that we all agree upon the naming conventions and then we can implement rules to make sure they are followed.

Cleanup easy field issues

We flagged a lot of fields for either Title Case or having special characters. These should be where we start our cleanup efforts. It can be cleaned up by editing the field names in a spreadsheet and then we will upload the changes to HubSpot.

Review delete field reasons

We flagged a fair amount of fields for deletion. We will want to review those fields and see if it makes sense to delete them or if we need to do further investigation. Many of them were duplicate fields or fields replicated across multiple objects.

Create a script to enforce field naming conventions

We can write a serverless function to see when fields are created and then check if they meet the naming convention. If they do not meet the naming convention, we can send an email to the user (and CC others) asking them to change the field name.

Custom Objects

We flagged a fair amount of potential custom objects. The two that we flagged were:

• Event Request
• Contract

Write descriptions for the fields

All fields should have a description. We can write descriptions in an Excel spreadsheet and then we will upload the descriptions to HubSpot.